Configure a client for invoicing

To configure basic invoicing details:

1. Access the CCCLNT—Client application from the main menu or quick launch
2. to display the CCCLNT—Search Client screen.
3. Enter the relevant search criteria and click Search to display clients that match the criteria.
4. Open the required client to display the CCCLNT—Client Detail screen.
5. Select the Invoicing tab.
6. Select Invoice To Client Code.
7. Select a Currency.

8. Select a Price Catalogue Group.

9. Enter an optional Discount, as required.

10. Check Auto-Invoice flag. as required.

11. Check Invoice Incomplete Jobs flag, as required.

12. Check Invoice Sample Details flag, as required.

13. Select a Locale.

14. Enter optional Invoice Payment Terms, No. of Days of Prompt Payment and Prompt Payment Discount, as required.

15. Click Submit.

Note: Refer back to Configuring a Client for Invoicing for specific sections on Surcharges, Rebates, Quotes, and Taxes.